15 años ayudando a las empresas colombianas
a elegir el mejor software

Sobre TaxDome

Software todo en uno para preparadores fiscales y contadores. Dirige tu consulta desde un único centro integrado.

Descubre más sobre TaxDome

Puntos a favor:

All in all I was able to save money by combining three software products I was using. I think the automation ability is great and they are continually adding new features.

Contras:

I wasn't able to make a payment because it kept prompting me to enter in a zip code when that field wasn't available. I tried 3xs but was forced to use a different form of payment, which is annoying.

Valoraciones de TaxDome

Evaluación media

Facilidad de uso
4,5
Atención al cliente
4,7
Funcionalidades
4,6
Relación calidad-precio
4,7

Probabilidad de recomendación

8,9/10

TaxDome tiene una valoración global de 4,7 estrellas sobre 5 según las 3.046 opiniones de usuarios de Capterra.

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Filtrar opiniones (3.046)

Brendan
CPA
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Great all-in-one tool but requires ramp-up time

4,0 hace 2 años
Los subtítulos en español están disponibles en el reproductor de vídeo
Almudena
Especialista comercial en España
Seguros, 501-1.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Todavía estoy aprendiendo y espero con ansias las próximas funciones.

4,0 el año pasado

Comentarios: TaxDome ha salvado nuestra empresa. No hay forma de que hubiéramos sobrevivido a la temporada de impuestos sin ella. Recomiendo encarecidamente este producto. Reúne todo en un solo lugar. Almacén de documentos, portal y panel de trabajo

Puntos a favor:

¡Realmente me gusta que este parece ser un producto todo en uno! Examiné muchos productos de administración de empresas y TaxDome parece tener todo lo que estaba buscando, además de varias opciones adicionales que nunca esperé que un software de administración de empresas se hiciera cargo.

Contras:

Es más difícil aprender los flujos de trabajo automotrices, pero eso se debe principalmente a que aprendí durante la temporada alta. Simplemente no tengo el tiempo para dedicarme a aprender como lo necesito en este momento.

Respuesta de TaxDome

el año pasado

Hola Alumedena, Gracias por su comentario sobre nuestro software. Nos alegra saber que ha encontrado todo lo que necesita en un solo lugar. Entendemos que, a veces, la automatización y los flujos de trabajo pueden resultar complicados al principio, pero estamos aquí para ayudarlo/a en todo momento. Tenemos un equipo altamente capacitado que está a su disposición para responder a cualquier pregunta o inquietud que pueda tener y para guiarlo/a a través de todas las características del sistema. Nos esforzamos por ofrecer un servicio al cliente excepcional y estamos comprometidos en asegurarnos de que nuestros usuarios se sientan cómodos y seguros al utilizar nuestro software. Además, nos complace informarle que nuestros clientes pueden programar tantas sesiones como necesiten para asegurarse de que estén completamente satisfechos con nuestro software. Agradecemos sus sugerencias y estamos abiertos a cualquier otra que pueda tener. Si tiene alguna otra inquietud o sugerencia, no dude en ponerse en contacto con nosotros en cualquier momento. Gracias por confiar en nosotros y esperamos seguir siendo su socio tecnológico a largo plazo. Saludos!

Javier
Asesor en España
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Control total del despacho

4,0 el año pasado

Comentarios: La experiencia general es mu buena a que no he encontrado un programa que me ofrezca lo mismo.

Puntos a favor:

Un unico lugar donde tener toda la documentación guardada y controlada. Puedo compartir con mis clientes (y de forma externa) los documentos que quiera teniendo siempre el control. De esta forma los cliente siempre tiene a su disposición la documentación de sus impuestos, contabilidad, laboral, etc. También los caliente pueden subir de forma mensual sus facturas de ingresos y gastos, otros documentos, etc.

Contras:

A pesar de tener todo perfectamente organizado con instrucciones, videos, etc., aún les quedan secciones por traducir al español.

Respuesta de TaxDome

el año pasado

Hola Javier, Gracias por compartir tus sugerencias, es muy valioso para nosotros. Nos complace saber que está satisfecho/a con nuestro software y que ha encontrado útil la excelente gestión de documentos y la facilidad para compartirlos con sus clientes. Agradecemos su opinión y nos complace ver que nuestro producto ha sido de gran ayuda para usted y su empresa. En cuanto a su sugerencia, nos complace informarle que estamos trabajando arduamente en mejorar todas las características de nuestro software, incluyendo la funcionalidad de los idiomas para los hablantes de español. Estamos comprometidos en ofrecer un producto de calidad que satisfaga las necesidades de nuestros clientes, y su sugerencia nos ayuda a mejorar nuestro servicio. Si tiene alguna otra sugerencia o comentario, no dude en comunicárnoslo. Su opinión es muy importante para nosotros y nos ayuda a seguir mejorando nuestro software. Gracias por confiar en nosotros. Saludos!

Inés
Administrativa contable en Chile
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Empresa taxdome en tiempos de pandemia

5,0 el año pasado

Comentarios: Muy buena porque pude trabajar desde la comodidad de mi hogar, pensando en los tiempos que se vivían en esa actividad

Puntos a favor:

Lo que mas me ha gustado de taxdome es que es una página muy buena para tener acceso a contenido contable.

Contras:

No podría decir que algo no me guste, puesto que en ella se ven todos los contenidos contables y en la pandemia se pudo trabajar desde la casa

Respuesta de TaxDome

el año pasado

HI Inés! Thank you for sharing your positive feedback about TaxDome. We're thrilled to hear that you found it to be an excellent platform for accessing accounting content. Having a centralized location for all your accounting needs can be incredibly convenient and time-saving. It's also great to hear that TaxDome allowed you to work from home during the pandemic. Remote work has become increasingly important, and platforms like TaxDome that enable seamless access to essential resources from anywhere can be a significant advantage. We appreciate your review and are glad that TaxDome has met your expectations. If you ever come across any suggestions or if there's anything we can do to improve your experience further, please don't hesitate to let us know. Have a wonderful day!

Johavan
Disponible en Panamá
Almacenamiento, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Reconociendo

5,0 hace 12 meses

Comentarios: No tengo mucha pero es buena

Puntos a favor:

Que puedes tener una buena oportunidad si

Contras:

El precio es algo elevado de lo inusual

Respuesta de TaxDome

hace 10 meses

Hi Johavan! Thank you for your feedback! We're glad to hear that you're considering the potential benefits our platform could bring. We understand that the pricing might appear somewhat higher than expected. We want to assure you that while the price might seem unusual at first glance, we're dedicated to providing you with a product that delivers exceptional value in return for your investment. It's important to consider the comprehensive advantages our platform offers, which can ultimately lead to increased efficiency and productivity for your business. The features, reliability, and support we provide contribute to an overall cost-effective solution that can positively impact your operations. If you have any questions or would like further information about our pricing structure, please feel free to reach out. Have a wonderful day!

Leslie Antonio
Jefe de tienda en España
Alimentación y bebidas, 1.001-5.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Una de más mejores herramientas que eh utilizado

5,0 el año pasado

Comentarios: Mi experiencia es muy chula lo mejor de lo mejor me ahorra mucho tiempo en lo que me pasaría horas haciendo solo.

Puntos a favor:

Me gusta la sencillez facilidad y la gran versatilidad que ofrece pars más tareas del día a día en mi trabajo me lo facilita mucho.

Contras:

No hay un punto que me guste todo está en su punto en lo mejor diría que es de uno de los mejores software que eh utilizado.

Respuesta de TaxDome

el año pasado

Hi Leslie, Thank you for your feedback! It's valuable to us. If you need help with anything, please feel free to contact us back or book a screen share session by clicking the ''Blue Help Icon (?) > 1:1 Training'' on the upper right corner of your TaxDome Portal. Support is free and unlimited.

Fernando
Manager en Argentina
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Reseña

5,0 hace 2 años

Puntos a favor:

Es, facil, intuitivo, tienen ayuda. Integra todo

Contras:

No tienen integracion con XERO, seria muy importante que lo hagan

Respuesta de TaxDome

hace 2 años

Thank you, Fernando. Your feedback is valuable to us. We are working on improving our software all the time, and integration with Xero is planned and should be introduced soon. In the meantime, you can integrate CPACharge or Stripe, connect yourself to QBO, embed your scheduler and use Zapier. TaxDome also works as a printer and scanner for all tax software. If there is anything we can assist you with, please let us know. We will be happy to assist you. Have a wonderful day.

Marilyn
Gerente Banco en Puerto Rico
Banca, 1.001-5.000 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Planillas 2019

1,0 hace 4 años

Comentarios: facil y conveniente

Puntos a favor:

fue de provecho para radicar mis planillas

Contras:

al principio a lo que le cogi el piso, lo pude accesar desde caulquier plataforma

Respuesta de TaxDome

hace 3 años

Thanks for your valuable feedback, Marilyn!

Diego
member en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Excelente

5,0 el año pasado

Comentarios: excelente para organizar el trabajo de los impuestos

Puntos a favor:

lo practico, y ayuda a las operaciones de la empresa

Contras:

me gusto todo, no hay nada de que quejarse

Respuesta de TaxDome

el año pasado

Hi Diego! Thank you for your kind feedback. It is valuable to us. We are more than glad to hear that you like our software. If there is anything we can do for you, please let us know. We will be glad to assist you. Have a wonderful day.

Brytwauna
Brytwauna
Ceo en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

leveling up your tax business

5,0 hace 2 meses

Comentarios: I love it I feel like it’s my tax business. It gives me more time to do other things and back and things and as we all know, time is money.

Puntos a favor:

What I like most about Tax is the CRM system and also the document management enable to give and store clients documents or they’re able to get instant access to their things without asking me for consistently

Contras:

what I like least about Tax it’s not just user-friendly. You have to go to some trainings to figure out the automation or pay someone to do it so you’re not just gonna jump in and have it already set up as soon as you pay the cost so it’s an additional fee to have someone out automated but luckily, I found Carmen from Elite notary to for an affordable price

Kurt
Kurt
CEO en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Alternativas consideradas:

After Careful Review...

5,0 hace 7 meses

Puntos a favor:

We loved the ease of setting up clients in the portal and believe it is the best setup experience for our clients.

Contras:

I wish there were more AI integrations for email and more APIs for tax organizer customization

Respuesta de TaxDome

hace 7 meses

Hello Kurt, Thank you for your review. It is valuable to us! We are thrilled that you loved the ease of setting up in our portal. We are always aiming to provide you with the best user experience. We are sorry to hear that you wish there were more AI integrations for email and more APIs for tax organizer customization. We are always working to improve our features and functionality. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.

Michael
Owner en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Worth the Upgrade

5,0 hace 2 meses Nuevo

Comentarios: Overall, 9.5/10. We are happy we made the commitment. The time it takes to set up is substantial, but I have to believe it will be worth it in the long run. We are able to systemize and build a sustainable practice because of the continuity that TaxDome provides.

Puntos a favor:

We were able to consolidate 5 different applications for our firm into one practice-management application. Our clients are fans of the client portal and we're seeing increased engagement because of the intuitive nature of the platform. Great support from their team.

Contras:

The initial setup/implementation wasn't the easiest. There is plenty of documentation and learning modules for support, though. This was just time-consuming for our firm.

Barbara
Owner en Canadá
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Alternativas consideradas:

They make you pay a year in advance for a reason

3,0 hace 3 semanas Nuevo

Comentarios: I am nearing my 3rd month since paying for the full year license and still do not feel confident in trusting TD to keep my practice on schedule. Finding email messages as "unsent" when I look at them in outlook (but had no indication of an issue when I "sent" them via TaxDome) was my final straw this week and I am now feeling absolutely defeated by TaxDome.

Puntos a favor:

I was impressed with the client portal and paid for the 1 year license based on that ...

Contras:

Everything else ... (besides the portal)

Daniela
Translator and Copywriter en EE. UU.
Traducción y localización, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Convenient reminders

5,0 hace 3 meses

Puntos a favor:

As someone who handles their own taxes, TaxDome has been an absolute lifesaver. Having everything organized in one place makes the whole process so much smoother. I can easily upload all my documents, communicate securely with my tax preparer, and track the progress of my returns. The automated reminders ensure I never miss a deadline. TaxDome has simplified the entire tax-filing process for me. Highly recommend it to anyone looking for a stress-free way to manage their taxes.

Contras:

There is definitely a learning curve. I'm still figuring out some of the features. If you have an accounting background, you'll probably find your way around pretty quick. The rest of us would benefit from some simple tutorials.

Respuesta de TaxDome

hace 2 meses

Hi Daniela, We're thrilled to hear that our platform has made tax management smoother and less stressful for you. It's wonderful that the organization of documents, secure communication, and automated reminders have been particularly beneficial. We understand that there's a learning curve, and we appreciate your suggestion for more tutorials. We are committed to making our platform user-friendly for everyone, regardless of their accounting background. please remember that our support team is just a message away. We’re committed to making sure your journey with TaxDome is as smooth and beneficial as possible. If you have any questions or need assistance, our support team is here for you. Have a great day!

Christopher M.
Christopher M.
Founding Bookkeeping Maestro en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

I will put all my eggs in this basket

5,0 hace 7 meses

Puntos a favor:

Right when I think that they haven't thought about something I want, I discover it. Their support is ready and available when I need it -- and even late at night when they're offline! I am very pleased and it takes a lot to make me want to make the move.

Contras:

There is not much to complain about coming from Canopy. What I would say is that I wished the "onboarding" was a more hands-on approach -- however, I respect their process because it has helped me learn the program so much more!

Respuesta de TaxDome

hace 7 meses

Hi Christopher, Thank you for your review. It is valuable to us! We are happy that you find our software satisfying and that you discover new features that you want. We are always trying to provide you with the best service and support. We are glad that you respect our process and that it has helped you learn the program so much more. We are always working to improve our onboarding process and make it easier and more enjoyable for you. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. If you need assistance with anything, please let us know. Have a wonderful day.

Usuario verificado
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

I Like Taxdome

4,0 hace 7 meses

Comentarios: I'm happy with the TaxDome CRM. Easy and friendly user.

Puntos a favor:

Easy to use, i have access to a lot of feature that i need for my company.

Contras:

The tax section with QBO don't have two tax and i'm in Québec City.

Respuesta de TaxDome

hace 7 meses

Hello there, Thank you for your review. It is valuable to us! We are happy to hear that you find our system easy to use and that you have access to a lot of features that you need for your company. We value your feedback, and we appreciate your support. We also understand your concern about the tax section with QBO integration. We would like you to know that our departments are working on improving the software all the time. We appreciate all ideas and try to listen as much as possible to all suggestions that come from our subscribers. If you would like to contribute suggestions or ideas that you might think will improve your experience using TaxDome, or if there is anything you would like to share with us, please do so by submitting a feature request. You can submit a request by clicking the blue question mark icon in the top right corner and selecting Feature Requests. If you have any questions or need assistance with anything, please let us know. Have a wonderful day.

Isaac
Finance Manager en EE. UU.
Servicios, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

The Creative and Accurate Accounting Solution

5,0 hace 2 meses

Comentarios: TaxDome has dynamic accounting solutions, that makes the computation of tax suitable.

Puntos a favor:

TaxDome includes all the taxation management features that helps companies comply.

Contras:

TaxDome has appropriate tax and accounting assistance.

Stacy
Owner en EE. UU.
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Tax Season Lifesaver

5,0 hace 2 meses

Puntos a favor:

The time saving aspect during tax season

Contras:

The software updates and changes that occurred during the season

hollah
designing en Nigeria
Resolución de conflictos alternativa, 11-50 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

i have been great and so excerpted and still more customized

5,0 hace 3 semanas Nuevo

Puntos a favor:

it grow your business and make you know more about marketing

Contras:

is good and better also good to and easy

Luis
Accountant en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Awesome

5,0 hace 4 años

Comentarios: I have found a substantial decrease in time processing and managing the clients' tax returns

Puntos a favor:

The most that I like is that all tools that I need to effectively manage my tax practice in on a single site

Contras:

I have no concerns about the product, except for the fact that it doesn't allow to get independent signatures from married couples filing jointly

Respuesta de TaxDome

hace 4 años

Thanks, Luis! I'd like to inform you that we've released the ability to add multiple signers, so now you can get independent signatures from couples. For more information, please refer to our help: https://help.taxdome.com/article/72-getting-signatures-for-your-documents#6

Christina
Tax Accountant en EE. UU.
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Not perfect but the closest you'll find out there right now and constantly improving

5,0 hace 3 años

Comentarios: I have been looking for something like TaxDome for years as a fully remote preparer and no one offers a comparable program and I feel it is priced extremely well. I felt like a kid on Christmas when I discovered it and couldn't wait to sign up and it has lived up to my expectation. It's not perfect but what I think makes it valuable is their request feature and transparent development. Knowing that someone is working to improve a product definitely affects your opinions on the current version. I would prefer that to a product that is never going to change and you have to adapt to.

Puntos a favor:

It's well designed for tax professionals and know which features we need accessible to us in one place. I was able to replace 4 other vendors immediately with the potential to replace 2 more as they add additional features. I turned off my email notifications and now I just login to TaxDome when I'm ready to work and everything is in one place and I'm not overwhelmed and distracted by emails. I thoroughly enjoy working within the platform as I can stay in one place and get a lot done without skipping around in various programs. I love to work from the client's page because I can see everything I need for them in on place while I'm working on their return. While there is a learning curve for clients that can't be avoided, the feedback from my clients is very positive. I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched. They really want to hear from you and help you and the amount of additional help they offer outside of the norm at no additional charge is unheard of. I love the template and automation features in TaxDome. I feel like I can stay connected with my clients more easily and it saves manual work which is always the goal!

Contras:

There is definitely room for improvement and I'll note them in cons but I want to preface by saying that I wouldn't consider them a con against deciding to use the application. The benefits far outway the issues and, most importantly, they are constantly adding new features and improvements and are very transparent about it which is great as a user because you know they care what you want and are actively working on it. It also helps you plan for future improvements. For example, the current organizer doesn't have conditional logic but it's being developed. I'm waiting for that to be available as well as other organizer improvements to move my organizer into TaxDome. The billing feature leaves a LOT to be desired and I debated keeping my outside vendor for billing because of it but, again, they already have one improvement in the works and I have faith they'll listen to other ideas for future improvement. It's the one piece that I feel like was quickly added in to make it available which is appreciated but it really needs a lot of TLC to make it appropriate and professional enough for our industry. The billing section is my only real complaint. They also really need to update the word contact to engagement letter to be more industry-appropriate but I've seen it requested by many so I'm hoping they update that soon.

Respuesta de TaxDome

hace 3 años

Thank you so much for the great feedback Christina! We are happy to know that you are satisfied with TaxDome and we greatly appreciate any suggestions for features, any way we can help you with your practice. Keep them coming and you can submit them using this link: https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need - our product team is very engaged and active on our feature request board.

Mark
Mark
Owner en EE. UU.
Usuario de Linkedin verificado
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Terrific Product That Understands How Accountants and Tax Preparers Work

5,0 hace 3 años

Puntos a favor:

This product is focused on its customer base. It is not trying to be all things to all industries. The developers understand how accountants and tax preparers work. Even in the short time I have been a client, there is a strong development effort to make the product better and more useful. Customer vote on what improvements they want to see added to the program and TaxDome provides a roadmap on what features are being developed and when they will be implemented. TaxDome's culture is focused on customer service.

Contras:

It is clear that TaxDome has done a good job of integrating CRM, document storage, e-signatures, and client communications. As a browser-based solution, it suffers from all the problems that products that work over the Internet have. Whenever I have problems it is hard to know whether it is my internet connection, the number of browser screens open, or something with TaxDome and its servers. I do know it is as good as my previous broswer-based CRM and its speed is comparable to QuickBooks Online. I would like the email and message templates to be better. Currently, you can't use fields in the contact records within emails to make them more client-friendly. Also, the invoicing features need improvement. The amount of information that can be included in an invoice is limited and I provide my clients with a line item invoice to show why their tax returns cost what they do.

Respuesta de TaxDome

hace 3 años

Hi Mark, Appreciate the feedback. This is what helps us improve TaxDome. The ability to add more short codes (add data from existing contact records) is currently in development (you can upvote the existing request we have here so you'll be notified of its progress: https://feedback.taxdome.com/feature-requests/p/shortcodes-in-communication-with-the-client-emails ) and we recently rolled out Services to itemize your invoices in TaxDome so clients can see exactly what they're paying for: https://help.taxdome.com/article/393-services

Andrew
Owner en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Not perfect, still the best for a small firm

4,0 hace 3 años

Puntos a favor:

Probably the best thing about TD is that it does so many things adequately. But the strongest feature is the workflow management and the way that it harmonizes with client communication---the synergy there is market-beating.

Contras:

I am disappointed in the timekeeping function, especially the reporting. It seems like a very simple function compared to their sophisticated workflow functions. It is downright primitive. I also can't figure out whether it will really be usable as a CRM. They advertise that, but I'm not sure it can really replace even the most basic CRM.

Respuesta de TaxDome

hace 3 años

Hi Andrew! Thanks for your valuable feedback! I understand that our time tracker feature is not as robust just yet but we will be releasing additional functionalities soon, such as hourly rate per staff and create invoice from the time entry - that is currently in development.

Lynn
Tax & Financial Strategist en EE. UU.
Servicios financieros, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Lynco Review of Tax Dome

4,0 hace 2 años

Comentarios: I have found their tech support technicians to be very responsive. They have a good deal of reference articles. It's like every new program, there's a lot to learn and you have to invest the time.

Puntos a favor:

That it is designed specifically for tax practices

Contras:

There is so much to learn and knowing exactly where to start is a real challenge. The fact that you have only one option to automate in bulk (upon uploading the customer list during import) is a scary process. If something goes wrong, I have a lot of unhappy clients. If I don't make the decision at the beginning, there's no option to do in bulk later. This does not seem practical for a new user. Bulk functions should be available at any time in the process.

Respuesta de TaxDome

hace 2 años

Thank you, Lynn. Your feedback is valuable to us. To make the learning process faster and easier, we offer screen-sharing sessions. Our specialists explain the features and provide answers to your questions. Expanding the bulk actions feature is something that we work on. We have a Feature Request Board for paying customers, and there are many requests regarding the bulk actions. If you wish you can have a look here for how to request or upvote a feature: https://help.taxdome.com/article/203-how-to-request-a-new-feature-i-need

Christina
Owner en EE. UU.
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Alternativas consideradas:

TaxDome appears to be everything we have been missing in our firm!

5,0 hace 2 años

Comentarios: We are seeing that TaxDome will help remove some bottlenecks in our firm. I also have already seen in the short time that we have used TaxDome that they reinvest in their software and are constantly looking at community requests for upgrades and spend time to develop those things.
Their customer service seems to be top-notch so far, and they will have meetings with their users as much as needed.

Puntos a favor:

We are transitioning to TaxDome from another software, and we love that TaxDome integrates our email into the client dashboard. No matter who received the email it will display for every team member and work is no longer going to be bottlenecked until the individual receiving the email can get to it. We haven't been able to build out our workflows fully yet, but this is already a major upgrade from our current software.

Contras:

Our prior software provided a discounted rate for contractors because they saw that seasonal contractors are not using it all day, every day. TaxDome doesn't have this feature making the use of it way more costly than other competitors.

Respuesta de TaxDome

hace 2 años

Thank you for the feedback Christina. We appreciate it. As long as you have one annual subscription, you can subscribe to our monthly subscription for your seasonal members. Please see more details here - https://help.taxdome.com/article/187-taxdome-pricing-faq#1 . Please feel free to reach out to us again if you need further assistance. Our support is free and unlimited.

Marc
Principal / Owner en EE. UU.
Contabilidad, Trabajador autónomo
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Alternativas consideradas:

Tax Dome Document Management

4,0 hace 2 años

Comentarios: Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive.

Puntos a favor:

The document management system seems quite robust, and the security and encryption features built into the software seem top notch.

Contras:

The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.

Respuesta de TaxDome

hace 2 años

Thank you, Marc. Your feedback is valuable to us. As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote. If you have any questions, or need assistance with anything, please let us know. Have a wonderful day.